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Excel Essentials for Today’s Accountant: How To Become an Expert in One Day

Total Credits: 4 including 4 Computer Software & Applications - Non-technical

Average Rating:
   121
Categories:
ACPEN Industry Institute |  Technology
Speaker:
Dr. Chris Harper, CPA, MBA
Course Levels:
Intermediate
Duration:
4 Hours
License:
Never Expires.
Dates
Save for Later  Add to Cart »

Description

This course explores the increasingly complex features of Excel that facilitate efficient data analysis.  We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing and reporting information and dive into the powerful, but potentially under-utilized, capabilities of Microsoft Excel.  Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.

Basic Course Information

Learning Objectives
  • Apply a variety of advanced formulas to analyze and manipulate data
  • Identify solutions to data analysis problems
  • Identify how Excel can be used as a tool to address data analysis problems you encounter in your professional and personal endeavors
  • Evaluate lesser-known but powerful Excel functions
  • Assess your mindset of professional skepticism that helps you explore the edges of Excel’s capabilities

Major Subjects
  • Using formulas to manipulate and transform data
  • Using formulas and reference formulas such as =VLOOKUP
  • Using pivot tables
  • Understanding Solver to perform multivariate analysis
  • Awareness of advanced functions
  • Creative methods for data manipulation
  • Using intellectual curiosity and professional skepticism to develop a problem-solving mentality
  • Real-life examples of innovative ways to analyze and report data with Excel
  • Using Excel to perform e-mail merges
  • Enhance creativity in your approach to developing Excel models Computer software and application 

Handouts

Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) Available after Purchase
Excel Essentials Handout (6.8 MB) Available after Purchase
autofilter (11.2 KB) Available after Purchase
concatenate-friends (18.3 KB) Available after Purchase
conditional-formatting (11.5 KB) Available after Purchase
hlookup (11.3 KB) Available after Purchase
pivot-charts (202 KB) Available after Purchase
pivot-tables-1 (12.7 KB) Available after Purchase
pivot-tables-2 (11.4 KB) Available after Purchase
pivot-tables-3 (200.3 KB) Available after Purchase
sorting (11 KB) Available after Purchase
text-editing (12.7 KB) Available after Purchase
vlookup (30.1 KB) Available after Purchase

Speaker

Dr. Chris Harper, CPA, MBA's Profile

Dr. Chris Harper, CPA, MBA Related Seminars and Products

Chris has been serving the tax and accounting needs of individuals and closely-held businesses since 1998. As a frequent speaker, he has taught a variety of continuing education courses for several state CPA societies. Chris is frequently interviewed by media outlets on a variety of financial, tax, and accounting topics.

Dates

Fri, Jun 13, 2025 - 1:00 PM to 4:42 PM EDT
Wed, Jun 18, 2025 - 9:30 AM to 1:12 PM EDT
Fri, Jul 11, 2025 - 1:00 PM to 4:42 PM EDT
Wed, Jul 16, 2025 - 9:30 AM to 1:12 PM EDT
Fri, Aug 08, 2025 - 1:00 PM to 4:42 PM EDT
Wed, Aug 20, 2025 - 9:30 AM to 1:12 PM EDT
Fri, Sep 12, 2025 - 1:00 PM to 4:42 PM EDT
Wed, Sep 17, 2025 - 9:30 AM to 1:12 PM EDT
Fri, Oct 10, 2025 - 1:00 PM to 4:42 PM EDT
Wed, Oct 15, 2025 - 9:30 AM to 1:12 PM EDT
Fri, Nov 14, 2025 - 1:00 PM to 4:42 PM EST
Wed, Nov 19, 2025 - 9:30 AM to 1:12 PM EST
Fri, Dec 12, 2025 - 1:00 PM to 4:42 PM EST
Wed, Dec 17, 2025 - 9:30 AM to 1:12 PM EST
Fri, Jan 09, 2026 - 1:00 PM to 4:42 PM EST
Wed, Jan 21, 2026 - 9:30 AM to 1:12 PM EST
Fri, Feb 13, 2026 - 1:00 PM to 4:42 PM EST
Wed, Feb 18, 2026 - 9:30 AM to 1:12 PM EST
Fri, Mar 13, 2026 - 1:00 PM to 4:42 PM EDT
Wed, Mar 18, 2026 - 9:30 AM to 1:12 PM EDT
Fri, Apr 10, 2026 - 1:00 PM to 4:42 PM EDT
Wed, Apr 15, 2026 - 9:30 AM to 1:12 PM EDT

Additional Info

Basic Course Information

Advanced Preparation None
Course Developer

Van Der Aa Tax Ed, LLC


Designed For
  • Practitioners, members in industry and other accounting professionals a better understanding of the advanced features of Microsoft Excel 

Yellow Book No
Original Recording Date 05/01/2022
Prerequisites
  • A high level of proficiency with Microsoft Excel

Date Added to Catalog 02/01/2022

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).
Course Registration Requirements Online Registration
Instructional Delivery Method Group Internet Based
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video

Reviews

5
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Overall:      4.7

Total Reviews: 121

Comments

Roshni M

"The presenter was really engaging and informative. One of the best presenters I have seen in these ACPEN courses. He keeps your attention and engagement throughout. "

Thomas H

"Well done"

Paul T - West Hartford, Connecticut

"Excellent course, great job Harper!"

Susan M

"Excellent Instructor. Excellent hands-on examples! Watching for more classes taught by this instructor!!"

Jennifer R

"I learned a lot-including functions I did not know Excel had!"

Steven L

"I hope there is another course further along in the spectrum of this space. "

Stacy S

" "

Jennifer P

"Great knowledge!"

Jessica L

"Speaker was very knowledgeable and confident in what he was saying. Kept the audience very involved as well!"

Scott G

"Thank you for this course. It's the first one that I've purchased in this format. It certainly won't be the last."
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